HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,611
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$87.1M
3
+$81.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$80.1M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$77.6M

Top Sells

1
+$445M
2
+$194M
3
+$174M
4
AAPL icon
Apple
AAPL
+$155M
5
MSFT icon
Microsoft
MSFT
+$127M

Sector Composition

1 Technology 13.41%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$356K ﹤0.01%
7,763
-1,024
2527
$356K ﹤0.01%
29,489
+3,376
2528
$354K ﹤0.01%
7,223
+528
2529
$353K ﹤0.01%
1,943
-20
2530
$352K ﹤0.01%
12,240
-15,223
2531
$352K ﹤0.01%
48,057
2532
$352K ﹤0.01%
8,175
-16
2533
$352K ﹤0.01%
5,525
-342
2534
$351K ﹤0.01%
32,246
-29,971
2535
$351K ﹤0.01%
18,063
-1,454
2536
$351K ﹤0.01%
10,926
-2,577
2537
$351K ﹤0.01%
+14,599
2538
$351K ﹤0.01%
6,731
+481
2539
$351K ﹤0.01%
+3,931
2540
$351K ﹤0.01%
3,015
+560
2541
$350K ﹤0.01%
5,177
+208
2542
$350K ﹤0.01%
72,701
-1,677
2543
$349K ﹤0.01%
3,961
-2
2544
$347K ﹤0.01%
11,243
-2,720
2545
$347K ﹤0.01%
4,094
-47
2546
$347K ﹤0.01%
6,282
+1,654
2547
$347K ﹤0.01%
15,739
+2,889
2548
$347K ﹤0.01%
+42,518
2549
$346K ﹤0.01%
2,687
+336
2550
$344K ﹤0.01%
7,423
+2,189
100 101
102
103 104